Podcast 97: Show Notes

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: Hope Is Not An Investment Strategy

2.   This week’s quote is from Estee Lauder

3.   My financial advisor requires me to send him a check every quarter for his fee. He said this is standard practice, but it seems cumbersome. Is this the normal way people pay for these services?

4.   Should I use my IRA money to fund my new business?

5.   What do you think about buying zero coupon bonds to save for my kid’s college?

6.   I work at a large accounting firm. We have restrictions on where we can have our money, so they want me to move my funds from my financial advisors to a self-directed platform. I don’t want to do that. What do I do?

7.   Should my Roth IRA be invested differently than my traditional IRA?

8.   Timely & Actionable Idea, “Buy the dip!”

***UPCOMING LIVE WEBINAR on FRIDAY, February 28th at 8:30am (EST) featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.”

In this episode, Avi and Lou discuss an overview for business owner and their trusted advisor on the following topics: 1) The traditional deal structures utilized in M&A transactions 2) A focus on the tax implications of each transaction form 3) More complex deal structures that can facilitate transactions in certain scenarios. 4) The tax treatment of asset sales, stock sales, mergers and transactions under Section 368(a)(1)(F), Section 338(h)10 and Section 336(e) of the Internal Revenue Code.

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Friday, February 28th at 8:30am (EST) featuring Kevin Matz, Esq., CPA, LL.M. (Taxation) a Partner at ArentFox Schiff based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q  ***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   A shtickle rant…

2.   Talking points: The New Pharaoh & Planning For Change

3.   This week’s quote is from Voltaire

4.   Do you regret your position on Bitcoin given its meteoric rise?

5.   I took out an adjustable rate mortgage several years back. Should I refinance to a 15 year at 6.25% and invest all my cash in the market or pay it off?

6.   What happens to my FSA account when I leave my employer?

7.   What is a kiddie tax and how does it work?

8.   When listening to Bloomberg or CNBC they are always talking about achieving a soft landing. What is a soft landing and how does it impact me?

9.   Timely & Actionable Idea: Use a “financial road map”

***UPCOMING LIVE WEBINAR on FRIDAY, February 28th at 8:30am (EST) featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Elizabeth Forspan, Esq. of Forspan Klear LLP based in Great Neck, NY, who will share her thoughts on the topic of "Where Good Estate Planning Equals Poor Elder Care Planning."

Elizabeth will discuss the possible Elder Care pitfalls individuals and clients may encounter when engaging in a seemingly good Estate plan. Elizabeth will discuss typical Estate Planning techniques that can be employed to ensure that both the crucial Estate Planning and Elder Care Planning goals are met. Elizabeth will review Medicaid planning techniques, as well as Estate and Income Tax planning options.

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on THURSDAY, February 6th at 8:30am (EST) featuring Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.” Register here: https://us02web.zoom.us/webinar/register/WN_mxkKTW0ATIqjJNqPksy02g ***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: Jacob’s Blessings To His Children & Three Important Financial Lessons

2.   This week’s quote is from Milton Friedman

3.   I read your article in the Jewish press about buying your wife new clothes and jewelry for Yom Tov, and I couldn’t disagree with you more! America runs on taking out debt! How can you assert that debt is a bad thing and should be avoided when it is necessary and accepted in American society?

4.   My CD matured and it was paying just north of 5%? I see rates are much lower now. What should I do with this cash that’s safe?

5.   With the market continuously going up, is this the top of the market and should I plan accordingly?

6.   There is the phrases “dress to impress” but my question is, in your experience, do you usually see wealthy people dressed in designer clothing? I’d like to fit in since my target market for my products are rich people.

7.   My financial advisor says he does estate planning. If that’s the case, is it necessary for me to also go to a lawyer to make relevant documents or am I covered?

8.   Timely & Actionable Idea: Consolidation

***UPCOMING LIVE WEBINAR on THURSDAY, February 6th at 8:30am (EST) featuring Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.” Register here: https://us02web.zoom.us/webinar/register/WN_mxkKTW0ATIqjJNqPksy02g ***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: Lavan & The Financial Fraudsters Amongst Us

2.   This week’s quote is from Howard Marks.

3.   There are two yeshiva day schools and one is academically superior, but it costs more. Is this higher priced yeshiva a good investment?

4.   Now that the market is near all-time highs and I recovered my losses from 2022, why not just cash out of my portfolio that is currently mostly in stocks and put the funds in secure muni bonds paying 5% to protect my principle?

5.   Thoughts on the “401k trap” philosophy that’s prevalent on social media. Is there any merit to it?

6.   Can I continue to contribute to my IRA if I’m taking out RMDs?

7.   Timely & Actionable Idea: Diversification

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Today, we are joined by Marty Shenkman of Shenkman Law based in New York, who spoke on the topic of "Post-Election: The New World of Estate Planning.”

This episode will cover what people should be doing with respect to estate planning with a new President in the White House. Will the 2026 reduction in the exemption happen and if so what planning should be done (hint – much of the planning done is less than optimal). But planning only for 2026 misses a critical aspect of estate planning and may leave your plan lacking (hint – we live in the most litigious society and that is not changing). What other issues should be considered: Corporate Transparency Act filings, Buy Sell Agreement updates, failure to address Powell issues, and more!

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1)  Talking points: 7 Predictions For The Year-Ahead

2)  This week’s quote is from Viktor Frankl.

3)  I’m a Jew that lives in the Midwest and can’t understand why someone would live in NY or LA? The costs are astronomical, and you get way more for your money in the heartland. What am I missing?

4)  My family’s financial advisor swears by a “dividend growth” strategy where he exclusively buys stocks that have a history of growing their dividends. Is this a sound approach?

5)  My daughter is getting married soon. Is it bad if I take out $75,000 in a home equity loan to pay for the wedding?

6)  What’s one piece of advice you would give to the average recent college graduate in the frum community about personal finances?

7)  Can I wear a finance bro vest if I work in another field?

8)  Timely & Actionable Idea: Automation

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Boaz Feinberg a Partner at Tel Aviv based law firm, Arnon, Tadmor-Levy and he will discuss “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?”.

This program will cover international tax law for new immigrants residing (or planning to reside) in Israel. Some of the topics discussed will include: 1) The recent changes in international taxation rules in Israel 2) Recap of current tax rules in Israel relating to immigration 3) Discussion on the ever-evolving rules regarding American trusts.

***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA ***

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: Financial Planning Lessons To Empower Future Generations And Avoid Family Conflict

2.   This week’s quote is from Leonardo da Vinci.

3.   Are the Democrats better for the economy than Republicans since over the past year the market has hit multiple all-time highs?

4.   What happens to my Health Savings Account (HAS) account when I die?

5.   A friend reached out to me about her mom who isn’t doing well and her dad is trying to make sense of her finances. This includes arranging for an aid and making sense of her various annuities, retirement accounts, etc. Any advice where to start?

6.   With the Fed lowering rates this week, should I rethink my money market funds position?

7.   The investment firm I work with pays nothing on my cash. Any suggestion on how to get a better return on this money if I don’t want to move the funds to another firm?

8.   Timely & Actionable Idea: Roth IRA Conversions

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.